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ANDERSON & ANDERSON ADVISORY, LLC
959 11th Avenue
Suite B
Longview, Washington 98632
Tel: 360-425-7447
About ANDERSON & ANDERSON ADVISORY, LLC
ANDERSON & ANDERSON ADVISORY, LLC, formally registered with the SEC as ANDERSON & ANDERSON ADVISORY, LLC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.
ANDERSON & ANDERSON ADVISORY, LLC is a Longview, Washington based Financial Planning firm with nearly $326,874,469 assets under management, offering retirement planning & investment advisory services to 627 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132989 |
| SEC# | 801-113259 |
| Assets Managed by Firm | $326,874,469 |
| No. of Clients | 627 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 627 | $326,874,469 |
| Individuals (other than high net worth individuals) | 222 | $53,703,631 |
| High net worth individuals | 98 | $136,083,696 |
| Pension and profit sharing plans | 20 | $84,880,551 |
| Charitable organizations | 16 | $50,061,443 |
| Corporations or other businesses | 8 | $2,145,148 |
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